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Ask First Form - Marty McNamara
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2022: ASK First Form filled out by Marty McNamara
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Outline - IYM - Overview & Tax Changes - Marty McNamara - Fall 2022
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“Overview & Tax Changes” Presentation by Marty McNamara for the Fall 2022 workshop series
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Eight Planning Considerations for Clients Aging Alone
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Who will help make critical financial and health decisions?
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Economist -‘Retirement for most people is financial suicide’
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Laurence Kotlikoff, the brash Boston University economics professor and Social Security expert, doesn’t mince words.
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How advisers can stop family members from fleecing elderly relatives
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Roughly two-thirds of the abusers are family members, often the victim’s spouse, adult children or grandchildren.
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Hey SEC, please clarify fiduciary duty so I can enjoy college hoops again!
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The agency must draw lines of demarcation between investment advisers who are fiduciaries and registered reps who are Reg BI adherents.
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FPA to push for ‘financial planner’ title protection
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Legal recognition of the title is ‘a critical step in recognizing financial planning as a distinct, essential profession,’ the organization said.
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Ask First Form & Bio - Gincy Heins
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2022: ASK First Form & Bio by Christy L. Lewis-Traut
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